Automation of Client Onboarding for Wellness Coach

Challenge A 6-figure wellness coach was manually onboarding clients, sending emails one by one, and tracking progress in spreadsheets. Clients were slipping through the cracks and she was spending hours every week on admin tasks.

Performed a full GoHighLevel audit to identify bottlenecks

Built an automated funnel with lead capture, appointment booking, and payment checkout

Created onboarding workflows: welcome emails, agreements, and client intake forms

Added a dashboard to track client journey from sign-up → delivery → offboarding

Results Saved the founder ~10 hours per week on admin Improved client onboarding experience (all in one place)

Increased booked calls by 30% in the first month